Compare · 3 funds side by side · dividends reinvested

FDV, CUT and SCHD

FDVFederated Hermes×CUTInvesco×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

FDV, CUT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.81%+24.5%+28.3%+21.1%[…]−7.4%11.2%$1.1B1.9

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.44%+0.8%+7.9%+3.2%−1.7%−19.6%18.6%$30M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FDV 2022 · CUT 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes U.S. Strategic Dividend ETF · $1.1B[…]

FDV

CUT

Invesco MSCI Global Timber ETF · $30M$9,185

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

FDVMeasureCUT

+24.5%Year to dateJan 1 → Nov 4+0.8%

+28.3%1 yearTotal return+7.9%

+21.1%3 years · per year$10,000 became $17,750 · $10,978+3.2%

[…]5 years · per year$10,000 became […] · $9,185−1.7%

0.61%Expense ratio$61 · $99 a year on $10k · lower is better0.99%

2.81%Trailing 12-mo yield$281 · $244 a year on $10k2.44%

−7.4%Worst dropSmaller is better−19.6%

11.2%VolatilityLower is calmer18.6%

FDVCUT Winner of the row, in its colourEach row: the bigger of the two fills its side

7–0FDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDV vs CUT: Top 5 Holdings

Today

FDV

17.6%in top 5

CUT

in top 526.8%

FDVStockCUT

not top 5SCA-B.ST5.7%

not top 5AVY5.4%

not top 5PKG5.4%

not top 5AMCR5.3%

not top 5STERV.HE5.0%

4.0%PAYXnot top 5

3.7%PNCnot top 5

3.4%USBnot top 5

3.3%WECnot top 5

3.2%CVXnot top 5

Held in common2.4%

End-of-day Nov 4, 2026 · share of each fund

FDV vs CUT Returns, Every Period

Federated HermesFDV

+28.3%

past year

CUTInvesco

+7.9%

past year

FDVCUTFaded: behind in that period

3–0FDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FDV vs SCHD

YTD

Federated HermesFDV

+24.5%

SCHDSchwab

+35.3%

+24.5%Year to date+35.3%

−7.4%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.5%

2.8%Yield2.9%

$1.1BAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDV, CUT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDV0.61%$61

CUT0.99%$99

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDV, CUT, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FDV2.81%$281

CUT2.44%$244

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FDV$281 − $61 = $220

CUT$244 − $99 = $145

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDV, CUT, SCHD

Today

25.1%most shared, FDV and SCHD

FDVCUTSCHD

FDV—2.4%25.1%

CUT2.4%—0.0%

SCHD25.1%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

FDVWorst drop−7.4%11.2% vol

SCHDWorst drop−6.9%11.5% vol

CUTWorst drop−19.6%18.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDV

+35.3%Year to date+24.5%

2.9%Yield2.8%

+41.6%Past year+28.3%

0.06%Fee0.61%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026